Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$9.12B
2 +$740M
3 +$732M
4
MRK icon
Merck
MRK
+$720M
5
ABBV icon
AbbVie
ABBV
+$638M

Top Sells

1 +$5.19B
2 +$4.97B
3 +$1.77B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.51B
5
D icon
Dominion Energy
D
+$906M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.57%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
$486K ﹤0.01%
80,626
-3,620
4077
$485K ﹤0.01%
29,490
+6,555
4078
$485K ﹤0.01%
29,496
+4,940
4079
$485K ﹤0.01%
43,533
-12,661
4080
$485K ﹤0.01%
11,459
+439
4081
$484K ﹤0.01%
25,173
+390
4082
$483K ﹤0.01%
16,224
-3,807
4083
$482K ﹤0.01%
114,760
-291,670
4084
$482K ﹤0.01%
4,878
-1,883
4085
$482K ﹤0.01%
52,999
-14,511
4086
$482K ﹤0.01%
12,175
-18,311
4087
$481K ﹤0.01%
29,730
+17,257
4088
$481K ﹤0.01%
13,706
-1,321
4089
$479K ﹤0.01%
20,357
+19,236
4090
$478K ﹤0.01%
77,612
-150,067
4091
$477K ﹤0.01%
24,975
-11,539
4092
$476K ﹤0.01%
1,586
+146
4093
$476K ﹤0.01%
5,189
-2,919
4094
$475K ﹤0.01%
+10,502
4095
$475K ﹤0.01%
75,264
-340,006
4096
$475K ﹤0.01%
7,695
+242
4097
$475K ﹤0.01%
259,278
+204,478
4098
$474K ﹤0.01%
35,537
-460
4099
$474K ﹤0.01%
12,449
-4,856
4100
$473K ﹤0.01%
30,295
-16,735